Nonprofit · EIN 93-0853709
THE WALLACE MEDICAL CONCERN
Tax-exempt · PORTLAND, OR 97233
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $14,942,188 | $15,165,002 | -$222,814 | $12,800,225 | $5,647,823 | $7,152,402 |
| June 30, 2024 | 990 | $13,884,980 | $12,852,825 | $1,032,155 | $13,336,894 | $5,594,513 | $7,742,381 |
| June 30, 2023 | 990 | $12,717,753 | $11,217,400 | $1,500,353 | $12,433,244 | $5,759,977 | $6,673,267 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $4,401,639
- of which government grants
- $3,565,454
- Program service revenue
- $10,192,336
- Investment income
- $82,101
- Other revenue
- $266,112
Expenses
- Grants and similar amounts paid
- $90,267
- Compensation of officers, directors and key employees
- $681,571
- Other salaries and wages
- $7,805,341
- Salaries, compensation and benefits (total)
- $10,046,512
- Professional fundraising fees
- $0
- Legal fees
- $5,802
- Accounting fees
- $138,271
- Occupancy
- $1,468,872
- Depreciation
- $350,236
- Program services (functional)
- $11,242,866
- Management and general (functional)
- $3,516,782
- Fundraising (functional)
- $405,354
Balance sheet and other
- Total assets, start of year
- $13,336,894
- Total assets, end of year
- $12,800,225
- Total liabilities, end of year
- $5,647,823
- Net assets, end of year
- $7,152,402
- Land, buildings and equipment
- $1,959,339
- Net assets without donor restrictions
- $6,929,730
- Net assets with donor restrictions
- $222,672
- Gross receipts
- $14,942,188
- Employees
- 125
- Volunteers
- 9
- Year formed
- 1984
- State of legal domicile
- OR
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STUART CURRIE | CMO Officer | 40 | $345,778 | $20,847 |
| LISA CLINE | CEO Officer | 40 | $228,306 | $15,113 |
| BRITTA MARTINEZ | DENTAL DIRECTOR Highest-paid employee | 40 | $207,496 | $6,088 |
| BETHANY STAIRS | MEDICAL DIRECTOR Highest-paid employee | 40 | $185,930 | $14,754 |
| KYLE GEELAN | LEAD DENTIST AND HEAD OF DENTAL INNOVATIONS Highest-paid employee | 40 | $173,012 | $14,559 |
| KATHY TRINH | DENTIST Highest-paid employee | 40 | $165,997 | $14,360 |
| MIKHAIL BONDAREW | STAFF DENTIST & PROVIDER BUILDER Highest-paid employee | 40 | $161,884 | $13,345 |
| WILLIAM MITBERG | DIRECTOR OF FINANCE Officer | 40 | $102,814 | $10,379 |
| CHERICE ROTH | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| LYNN KETCH | DIRECTOR Trustee or director, Officer | 1 | $0 | $0 |
| EDITH ARRIAGA | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| JAKE OHMAN | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| TONYA ROTH | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| HEATHER FLETCHER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ISMAEL BASTIDA | DIRECTOR Trustee or director | 1 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KAREN RASH-GITNER | DIRECTOR Trustee or director | 1 | $0 |
| VALENTINA FLAMES | DIRECTOR Trustee or director | 1 | $0 |
| EMANUEL BARRERA | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STUART CURRIE MD | CMO Officer | 40 | $328,563 | $32,150 |
| LISA CLINE | CEO Officer | 40 | $207,576 | $20,541 |
| KYLE GEELAN | LEAD DENTIST & HEAD OF DENTAL INNOVATIONS Highest-paid employee | 40 | $191,821 | $27,418 |
| BRITTA MARTINEZ | DENTAL DIRECTOR Highest-paid employee | 40 | $174,543 | $11,038 |
| KATHY TRINH | DENTIST Highest-paid employee | 40 | $155,602 | $12,897 |
| BETHANY STAIRS | MEDICAL DIRECTOR Highest-paid employee | 40 | $147,733 | $17,118 |
| MIKHAIL BONDAREW | STAFF DENTIST & PROVIDER BUILDER Highest-paid employee | 40 | $145,747 | $11,728 |
| WILLIAM MITBERG | DIRECTOR OF FINANCE Officer | 40 | $116,519 | $19,846 |
| LYNN KETCH | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| EDITH ARRIAGA-FLORES | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| JOHN ENGLE | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| JAKE OHMAN | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| EMANUEL BARRERA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID MITCHELL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| VALERIE HOLMES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MOLLY ROBERTS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHERICE ROTH | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STUART CURRIE MD | CMO Officer | 40 | $325,495 | $27,000 |
| LISA CLINE | CEO Officer | 40 | $208,389 | $6,000 |
| KYLE GEELAN DMD | DENTAL DIRECTOR Key employee | 40 | $196,368 | $6,272 |
| BRITTA MARTINEZ | ASSISTANT DENTAL DIRECTOR Highest-paid employee | 40 | $167,434 | $10,053 |
| APRIL URQUIDEZ | MENTAL HEALTH NP Highest-paid employee | 40 | $153,293 | $15,277 |
| KATHY TRINH | FAMILY NP Highest-paid employee | 40 | $143,567 | $6,824 |
| BETHANY STAIRS | ASSISTANT MEDICAL DIRECTOR Highest-paid employee | 40 | $137,748 | $7,982 |
| MARY CAITLYN WELLS | FAMILY NP Highest-paid employee | 40 | $130,699 | $8,403 |
| TYLER DARDIS | CONTRACT CFO Officer | 1 | $84,670 | $0 |
| LYNN KETCH | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| EDITH ARRIAGA-FLORES | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| JOHN ENGLE | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| JAKE OHMAN | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| EMANUEL BARERRA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID MITCHELL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| VALERIE HOLMES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MOLLY ROBERTS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANDREW BROWN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARK HESS | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 18633 SE STARK ST STE 401, PORTLAND, OR 97233-5468
- Principal officer (990 for 2024)
- DR STUART CURRIE, 18633 SE STARK STREET 401, PORTLAND, OR 97233
- Signed the 990
- DR STUART CURRIE, CMO
- Phone
- (503) 489-1760
- Website
- WWW.MYWALLACE.ORG
- Return prepared by
- APRIO ADVISORY GROUP LLC
Mission
WE PARTNER WITH OUR COMMUNITY TO MAKE GOOD HEALTH POSSIBLE FOR ALL. WALLACE SERVES INDIVIDUALS AND FAMILIES WHO FACE BARRIERS TO CARE THROUGHOUT THE EAST MULTNOMAH COUNTY IN THE PORTLAND METROPOLITAN AREA.
Program accomplishments
- THE WALLACE MEDICAL CONCERN (WALLACE) IS A NON-PROFIT COMMUNITY HEALTH CENTER SERVING INDIVIDUALS AND FAMILIES THROUGHOUT EAST MULTNOMAH COUNTY IN THE PORTLAND METROPOLITAN AREA. WE PARTNER WITH OUR COMMUNITY TO MAKE GOOD HEALTH POSSIBLE FOR ALL. WALLACE HAS PROVIDED HEALTH SERVICES FOR OVER 40 YEARS AND BECAME A FEDERALLY QUALIFIED HEALTH CENTER IN 2012. WE ARE RECOGNIZED BY THE STATE OF OREGON AS A TIER 4 PATIENT-CENTERED MEDICAL HOME. WE PARTNER FULLY WITH OUR PATIENTS TO IMPROVE THEIR WELL-BEING. OUR WHOLE PERSON APPROACH UNITES MEDICAL, DENTAL AND BEHAVIORAL HEALTH SERVICES WITH A FOCUS ON ADDRESSING SOCIAL AND ECONOMIC CIRCUMSTANCES THAT IMPACT HEALTH.Expenses $11,242,866 · grants $90,267 · revenue $10,458,448
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 93-0853709
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1984
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $12,800,225
- Income (IRS master file)
- $14,942,188
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $14,942,188 | $15,165,002 | $12,800,225 | IRS |
| 990 | June 2024 | $13,884,980 | $12,852,825 | $13,336,894 | IRS |
| 990 | June 2023 | $12,717,753 | $11,217,400 | $12,433,244 | XML |
| 990 | June 2022 | $9,791,449 | $10,022,433 | $7,319,360 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 93-0853709).
Questions about THE WALLACE MEDICAL CONCERN
- What is the EIN of THE WALLACE MEDICAL CONCERN?
- The employer identification number (EIN) of THE WALLACE MEDICAL CONCERN is 93-0853709.
- Is THE WALLACE MEDICAL CONCERN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to THE WALLACE MEDICAL CONCERN tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE WALLACE MEDICAL CONCERN file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE WALLACE MEDICAL CONCERN due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE WALLACE MEDICAL CONCERN last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of THE WALLACE MEDICAL CONCERN?
- The 990 for the year ended June 30, 2025 names DR STUART CURRIE.
- Who are the officers and directors of THE WALLACE MEDICAL CONCERN?
- The 990 for the year ended June 30, 2025 lists 18 people; 8 received compensation from the organization, the highest $345,778 (STUART CURRIE, CMO).
- How much revenue does THE WALLACE MEDICAL CONCERN have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $14,942,188, expenses of $15,165,002 and total assets of $12,800,225 at year end.
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